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TRIO WEALTH MANAGEMENT, LLC
CRD 328042 · SEC 801-134440
774A WALKER ROAD, GREAT FALLS, VA, 22066, United States
Phone
(703) 459-9171
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.0M
Discretionary AUM
$134.0M
Team
4 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $7.4M |
| High net worth individuals | 49 | $125.9M |
| Charitable organizations | 1 | $638K |
States served
CA, NC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD